Case Study: Midwestern Credit Union reduces financial risk and boosts employee satisfaction with BP3 Global's RPA solution

Decreasing Financial Risk with Robotic Process Automation at Credit Unions

Midwestern Credit Union faced a time-sensitive, manual Freeze Account process: when a member’s account was 30+ days delinquent, representatives had to navigate multiple systems to restrict card and online access and then contact the member to restore services. BP3 Global was engaged to address the complexity, speed, and risk of this manual workflow using Robotic Process Automation (RPA).

BP3 Global implemented RPA bots to complete the freeze and unfreeze steps and present member contact details to representatives, keeping the human touch for outreach while removing the tedious, error-prone tasks. The automation reduced operational risk and the chance of potential loss for the credit union and increased employee satisfaction by streamlining a complicated portion of their work.

Midwestern Credit Union